Manage Page Layouts

Customize the page layouts for record detail and edit pages, Self-Service portal pages, SalesforceCustomer Portal pages, and the case close page.

Available in: All Editions

User Permissions Needed

To create, edit, and delete page layouts:

“Customize Application”

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls and Visualforce pages that are rendered within a field section when the page displays. You can control the size of the s-controls and Visualforce pages, and determine whether or not a label and scroll bars display.

To work with page layouts, from Setup, click Customize, click the appropriate record type, and select Page Layouts.

For Personal, Contact Manager, Group, and Professional Edition organizations, every user views the same layout.

Enterprise, Unlimited, Performance, and Developer Edition organizations can create different page layouts for use by different profiles and record types and set field-level security settings to further restrict users’ access to specific fields.

In Professional, Enterprise, Unlimited, Performance, and Developer Editions, you can set the mini page layouts and related objects that appear in the Console tab.

Tip

Use field-level security to restrict users’ access to fields; then use page layouts to organize detail and edit pages within tabs. This reduces the number of page layouts you have to maintain. Field-level security settings override the visible and read-only settings on the page layout if the field-level security has a more restrictive setting than the page layout.

Note

A background process periodically runs that cleans up metadata associated with deleted custom fields. This process will affect the Last Modified Date and Last Modified By fields on page layouts, record types, and custom objects.